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Portfolio (Quarterly) Guide ↗

LODESTAR PRIVATE ASSET MANAGEMENT LLC

· CIK 0001963040
13F Portfolio $958M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 225 New
Page 4 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIGI VANGUARD WHITEHALL FDS 35,101.0 $3.1M 0.33% NEW $89.57 +4.9%
62 USMV ISHARES TR 28,606.0 $2.7M 0.28% NEW $95.14 -0.5%
63 VYM VANGUARD WHITEHALL FDS 19,139.0 $2.7M 0.28% NEW $140.95 +12.9%
64 SCHO SCHWAB STRATEGIC TR 110,390.0 $2.7M 0.28% NEW $24.40 -1.3%
65 IEFA ISHARES TR 29,899.0 $2.6M 0.27% NEW $87.31 +10.9%
66 GOOGL ALPHABET INC Communication Services 10,720.0 $2.6M 0.27% NEW $243.10 +49.6%
67 MDYV SPDR SERIES TRUST 31,017.0 $2.6M 0.27% NEW $83.41 +11.2%
68 IEMG ISHARES INC 37,655.0 $2.5M 0.26% NEW $65.92 +25.9%
69 VO VANGUARD INDEX FDS 8,321.0 $2.4M 0.26% NEW $293.72 -72.9%
70 VTIP VANGUARD MALVERN FDS 47,152.0 $2.4M 0.25% NEW $50.63 -1.0%
71 SCHE SCHWAB STRATEGIC TR 68,882.0 $2.3M 0.24% NEW $33.37 +8.9%
72 CEF SPROTT ASSET MANAGEMENT LP Financial Services 57,531.0 $2.1M 0.22% NEW $36.69 +19.1%
73 FREL FIDELITY COVINGTON TRUST 74,904.0 $2.1M 0.22% NEW $27.81 +4.5%
74 ITA ISHARES TR 9,838.0 $2.1M 0.21% NEW $209.26 +16.0%
75 HD HOME DEPOT INC Consumer Cyclical 4,850.0 $2.0M 0.20% NEW $405.18 -19.2%
76 JPM JPMORGAN CHASE & CO. Financial Services 6,018.0 $1.9M 0.20% NEW $315.45 +5.7%
77 SCHG SCHWAB STRATEGIC TR 59,018.0 $1.9M 0.20% NEW $31.91 +4.9%
78 COST COSTCO WHSL CORP NEW Consumer Defensive 1,947.0 $1.8M 0.19% NEW $925.47 +4.3%
79 MBB ISHARES TR 18,806.0 $1.8M 0.19% NEW $95.15 -1.0%
80 SCHZ SCHWAB STRATEGIC TR 69,589.0 $1.6M 0.17% NEW $23.47 -1.7%
Page 4 of 12  ·  225 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.9%
Technology 31.5%
Consumer Cyclical 8.2%
Communication Services 3.6%
Healthcare 2.8%
Consumer Defensive 2.7%
Industrials 1.6%
Energy 1.3%
Utilities 0.4%